Anic Equity¶
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Total return since start: 0.57 %¶
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Equity now: -----------------------------> 47972.14 Kr¶
Max Equity ever reached: ------------> 48629.89 Kr¶
Portfolio value: --------------------------> 46577.26 Kr¶
PnL: ---------------------------------------> -311.31 Kr¶
DD now: ---------------------------------> -1.353 %¶
Max portfolio DD since start: ----> -13.025 %¶
Updated:¶
'2023-01-16 17:13:33.285195'
Anic Portfolio Holdings¶
| volume | changePercent | value | profit | profitPercent | acquiredValue | |
|---|---|---|---|---|---|---|
| name | ||||||
| HEBA B | 70 | 3.010000 | 2877.000000 | 241.000000 | 9.140000 | 2636.000010 |
| Beijer Electronics Group | 26 | 0.830000 | 3161.600000 | 190.600000 | 6.420000 | 2971.000006 |
| Corem Property Group B | 59 | 6.790000 | 686.760000 | 109.760000 | 19.020000 | 576.999999 |
| Samhällsbyggnadsbo. i Norden B | 20 | 7.530000 | 457.000000 | 102.000000 | 28.730000 | 355.000000 |
| HMS Networks | 2 | 0.670000 | 716.800000 | 43.800000 | 6.510000 | 673.000000 |
| FM Mattsson Mora Group B | 50 | 0.680000 | 2970.000000 | 43.000000 | 1.470000 | 2927.000000 |
| Boozt | 12 | 1.260000 | 1691.400000 | 37.400000 | 2.260000 | 1653.999996 |
| Midsona B | 63 | 2.660000 | 607.950000 | 24.950000 | 4.280000 | 582.999984 |
| Samhällsbyggnadsbo. i Norden D | 12 | 4.070000 | 269.760000 | 23.760000 | 9.660000 | 246.000000 |
| OEM International B | 7 | 2.220000 | 548.800000 | 20.800000 | 3.940000 | 527.999997 |
| Nordea Bank Abp | 29 | 0.720000 | 3474.200000 | 20.200000 | 0.580000 | 3453.999992 |
| Fastighetsbolag. Emilshus Pref | 21 | 3.550000 | 581.700000 | 19.700000 | 3.510000 | 562.000005 |
| MedCap | 2 | 3.300000 | 438.000000 | 17.000000 | 4.040000 | 421.000000 |
| Coor Service Management Hold. | 8 | 0.510000 | 548.800000 | 16.800000 | 3.160000 | 532.000000 |
| Intrum | 4 | 2.070000 | 543.400000 | 16.400000 | 3.110000 | 527.000000 |
| Karnov Group | 9 | 0.000000 | 551.700000 | 15.700000 | 2.930000 | 536.000004 |
| Essity A | 4 | 0.520000 | 1164.000000 | 15.000000 | 1.310000 | 1149.000000 |
| Eastnine | 4 | 0.000000 | 505.600000 | 14.600000 | 2.970000 | 491.000000 |
| Resurs Holding | 22 | 0.040000 | 585.200000 | 11.200000 | 1.950000 | 573.999998 |
| CTEK | 13 | 5.050000 | 544.050000 | 10.050000 | 1.880000 | 533.999999 |
| Essity B | 2 | 0.900000 | 581.600000 | 7.600000 | 1.320000 | 574.000000 |
| Norva24 Group | 16 | -0.640000 | 549.760000 | 6.760000 | 1.240000 | 543.000000 |
| AcadeMedia | 12 | 0.430000 | 563.760000 | 6.760000 | 1.210000 | 557.000004 |
| Handelsbanken A | 5 | 0.550000 | 548.750000 | 2.750000 | 0.500000 | 546.000000 |
| Creaspac SPAC | 6 | -0.100000 | 578.400000 | 1.400000 | 0.240000 | 577.000002 |
| Swedbank A | 3 | 0.590000 | 564.300000 | 0.300000 | 0.050000 | 564.000000 |
| Securitas B | 6 | 1.060000 | 569.640000 | -0.360000 | -0.060000 | 570.000000 |
| SAAB B | 8 | 1.510000 | 3332.000000 | -45.000000 | -1.330000 | 3377.000000 |
| International Petroleum Corp. | 5 | 3.270000 | 537.500000 | -57.070000 | -9.600000 | 594.565215 |
| Sampo Oyj SDB | 7 | 0.740000 | 3790.500000 | -59.500000 | -1.550000 | 3850.000000 |
| Vivesto | 1368 | 2.510000 | 546.930000 | -66.070000 | -10.780000 | 612.999432 |
| OX2 | 18 | -1.880000 | 1505.700000 | -158.300000 | -9.510000 | 1663.999992 |
| Axfood | 13 | 0.800000 | 3584.100000 | -171.900000 | -4.580000 | 3756.000001 |
| Ovzon | 52 | 0.350000 | 3005.600000 | -356.400000 | -10.600000 | 3361.999992 |
| Fasadgruppen Group | 35 | -2.020000 | 3395.000000 | -416.000000 | -10.920000 | 3810.999990 |
| TOTAL | 46577.260000 | -311.310000 | -1.35256% | 46888.564618 |
Updated:¶
'2023-01-16 17:13:46.104998'
None
Last optimization/rebalancing:¶
'2023-01-02'
Next optimization/rebalancing:¶
'2023-02-10'
AVAN-Live vs backtest and OMXSE30 2023¶
Walk forward test results - depending on starting day¶
Equity is shown as log of returns. Returns range by a factor of 10. Best is about 10000%, 100 times money, and worst 1000%, 10 times money in 20 years. Maximal duration for drawdown periods vary between 280-750 days. Worst drawdown across the tests is about 40 %. ¶
